印度的股市在2025年上升了7%,全球同行因AI风险暴露疲软而落后,国外流出17.6B美元,尽管国内投资者和私人市场仍然活跃。 India's stock market rose 7% in 2025, lagging global peers due to weak AI exposure and $17.6B in foreign outflows, though domestic investors and private markets remain active.

印度的股票市场在2025年全球表现不佳,仅上升了7%,而摩根斯坦利资本国际亚洲前日本指数则增长27%,这主要是由于人工智能暴露有限。 India’s stock market has underperformed globally in 2025, rising just 7% compared to a 27% gain in the MSCI Asia ex-Japan index, largely due to limited exposure to artificial intelligence. 外国投资者只从印度股票中提取了176亿美元,这是记录上第二高的外向流出,理由是近期收入微薄,缺乏AI的势头。 With few pure-play AI companies, foreign investors pulled $17.6 billion from Indian equities, the second-highest outflow on record, citing weak near-term earnings and lack of AI momentum. 作为回应,基金管理人员正转向诸如可再生能源、数字平台和金融服务等变化无常的高增长部门。 In response, fund managers are shifting toward volatile high-growth sectors like renewables, digital platforms, and financial services. 国内投资者挺身而出,购买了652亿美元的股票,而私人市场表现出强劲增长,特别是在AI驱动的创业企业、医疗保健和消费者技术领域。 Domestic investors have stepped in, buying $65.2 billion in equities, while private markets show strong growth, especially in AI-driven startups, healthcare, and consumer tech. 尽管存在过高估值和政治波动的担忧,但全球资产管理者认为由于结构性改革,国内消费和强的初级市场,在2025年预计将筹集超过180亿美元的长期潜力. Despite overvaluation concerns and political volatility, global asset managers see long-term potential due to structural reforms, domestic consumption, and a robust primary market expected to raise over $18 billion in 2025.